Retirement Roadmap Financial Planning

We help people approaching retirement leave the workforce with confidence through comprehensive financial planning.
Flat-Fee Financial Advisor (Fee includes Investment Management)
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

4719 Mount Ashmun Dr San Diego, CA 92111 Phone: (619) 800-2005

Primary Office

4719 Mount Ashmun Dr San Diego, CA 92111 Phone: (619) 800-2005